The smartphone market could face turbulence as the United States considers heavy tariffs on Samsung devices. Industry sources revealed Washington may apply duties of up to 25 percent on smartphones, laptops, and other finished electronics. These measures aim to strengthen US manufacturing and reduce dependence on Chinese supply chains.
If the tariffs take effect, Samsung phone prices could surge. The Galaxy S25 base model, now priced at $799.99, could jump by nearly $200. Additionally, the Galaxy S26 series could face increases of 30 to 40 percent. Such price changes could damage Samsung’s recent growth in the US smartphone market, where it holds a 31 percent share.
Apple appears better positioned to avoid similar challenges, despite producing around 90 percent of its iPhones in China. The company has pledged $600 billion in US investments, promising 20,000 jobs and stronger domestic supply chains. This commitment, developed with Washington, may lead to tariff exemptions. Support from President Trump has further increased expectations of favorable treatment.
Analysts believe Apple’s early investment decision was a strategic move to shield its position in the US smartphone market. Samsung, however, faces a tougher road ahead. Devices produced in Vietnam, South Korea, and India could all be affected, creating competitive disadvantages.
Currently, Samsung manufactures 50 to 60 percent of its smartphones in Vietnam, with the rest made in India, South Korea, and South America. The company shut down Chinese production in 2019 after losing market share there. Executives warn that tariffs on finished electronics would significantly impact their business performance.
The smartphone market risk goes beyond pricing. Higher retail costs could reduce demand in the US, forcing Samsung to consider new strategies. These may include large-scale investments in the US or relocating part of its production there. However, high labor costs and operational difficulties remain major obstacles.
Samsung officials stated they are closely watching the developments. While raising prices after product launches is unusual, they acknowledged it may happen in exceptional cases like tariffs. Industry insiders confirmed that Samsung is preparing multiple responses to limit losses.
The US Department of Commerce investigation covers a wide range of products, from semiconductors to finished electronics. Any resulting measures could reshape the global smartphone market and affect competition for years to come.
